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EP Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

EP Wealth Advisors’s Portfolio RPRX Stock Details RPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,665
Closed -$464K – 1855
2026
Q1 		$464K Buy
9,665
+2,475
+34% +$108K ﹤0.01% 927
2025
Q4 		$278K Buy
+7,190
New +$274K ﹤0.01% 1182
2025
Q2 		$336K Buy
9,314
+1,529
+20% +$50.7K ﹤0.01% 951
2025
Q1 		$242K Buy
+7,785
New +$247K ﹤0.01% 1031

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's RPRX Position: Q2 2026 in Review

EP Wealth Advisors sold out of Royalty Pharma (RPRX) in Q2 2026, closing a stake of 9,665 shares — an estimated $464K sold.

EP Wealth Advisors first reported a position in RPRX in Q1 2025 and held it in 4 quarters. The position peaked at $464K in Q1 2026. 645 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • EP Wealth Advisors reported no remaining Royalty Pharma position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,665 Royalty Pharma shares in Q2 2026, an estimated $464K.
  • EP Wealth Advisors first reported a position in Royalty Pharma in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Royalty Pharma position peaked at $464K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.